1LoneObserver 🍻

1.1K posts

1LoneObserver 🍻

1LoneObserver 🍻

@1LoneObserver

Standing on the side lines, having a beer, watching the world go by.

Katılım Mart 2019
25 Takip Edilen102 Takipçiler
1LoneObserver 🍻
1LoneObserver 🍻@1LoneObserver·
@Hoopss You gotta be kidding me... They will retire Jordan's number for LeBron???
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Hoops
Hoops@Hoopss·
The NBA is reportedly planning to retire LeBron James’s No. 23 jersey league-wide once he officially retires. This would make him just the second player in NBA history to receive a league-wide jersey retirement, joining Bill Russell, with no future player allowed to wear No. 23 across the league.
Hoops tweet media
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1LoneObserver 🍻
1LoneObserver 🍻@1LoneObserver·
@nicksortor We all hate you Americans here in Europe and can't wait till you get your pale, fat, disease ridden asses back home from our countries.
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Nick Sortor
Nick Sortor@nicksortor·
🚨 JUST IN: President Trump says the US will be withdrawing "A LOT" more troops from Germany than the 5,000 announced yesterday FINALLY. Bring our troops home! We don't need NATO — NATO needs US! "We're going to cut WAY down and we're cutting a lot further than 5,000" 🇺🇸
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Pep Invest
Pep Invest@PepInvestStocks·
$LWLG is poised for explosive growth with an unmatched competitive edge that positions the company as a clear leader in next-generation photonics for AI-driven data centers and high-speed communications. With over 70 issued U.S. and international patents plus dozens more pending, they enjoy complete bulletproof freedom-to-operate across their entire suite of electro-optic polymer materials and devices, eliminating any risk of IP challenges and safeguarding their path to market dominance. Their state-of-the-art in-house manufacturing operation right in Denver, Colorado, produces rare-earth-free, fully supply-chain-resilient polymers that are already scaled and ready for high-volume production, giving them total control over quality and eliminating the geopolitical vulnerabilities that plague competitors reliant on overseas critical materials. Now in 2026, the company has successfully completed its full transition from pure R&D into commercialization mode, laser-focused on delivering the exceptional reliability and thermal stability required for seamless integration into leading foundry processes like Silicon Photonics. At the core of this breakthrough are their proprietary Perkinamine polymers, which deliver superior electro-optic performance with blazing bandwidths beyond 200 Gbps per lane, dramatically lower power consumption, and industry-first reliability metrics that have passed rigorous Telcordia GR-468 testing. This powerful combination of ironclad intellectual property, domestic manufacturing independence, and polymers engineered for real-world foundry deployment creates a formidable moat that will drive significant market penetration and shareholder value as demand for ultra-efficient optical interconnects surges in the AI era.
Pep Invest tweet mediaPep Invest tweet media
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$DRAM $TSM $LITE $COHR $GLW Samsung just entered silicon photonics. First order. Mass production H2 2026. TSMC saw this coming years ago. -CoWoS. SoIC. Hybrid bonding. Now CPO. -COUPE (Co-Packaged Optics Unified Engine) The next platform shift in AI infrastructure. Samsung just confirmed it. TSMC is already there.
Trade Whisperer tweet media
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Martin Bauer
Martin Bauer@martinmbauer·
The worst unit is decibel: It isn't even a unit, isn't defined consistently across fields, hides an arbitrary reference scale and is named after Alexander Bell but spelled 'bel'
Aaron Bergman 🔍 ⏸️ (in that order)@AaronBergman18

milli-ampere*hours (mAh, what you see on charging banks) is a serious contender for worst unit of all time. It is almost never useful and serves exclusively to obscure rather than clarify It is NOT an amount of energy

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Football Critix
Football Critix@footballcritix·
Lothar Matthäus: "1990 finalinde Arjantin'e karşı penaltıyı ben atacaktım ama kramponumun çivisi kırıldığı için topu Brehme'ye bıraktım; o an dünya kupasını kendi ellerimle başkasına veriyormuşum gibi hissettim. Brehme golü atıp kupayı kazandığımızda yanıma gelip 'Kramponuna teşekkür et' dedi; kader bazen küçük bir ayrıntıyla size en büyük zaferi getirir."
Football Critix tweet mediaFootball Critix tweet media
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1LoneObserver 🍻
1LoneObserver 🍻@1LoneObserver·
@PhotonCap Man, do you know how research papers get written... Can't base your stock pump on that
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
Each time I travel to Italy, I wonder about the massive economic gap. Why is the North one of the wealthiest areas in Europe, while the South remains so extremely poor? Isn’t it the same country, with the same language, culture, taxes, and laws? Can someone please explain?
Michael A. Arouet tweet media
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Wall Street Apes
Wall Street Apes@WallStreetApes·
Starbucks CEO defends a cup of coffee costing $9 He says the customers needs to just not think about it as a $9 cup of coffee, you’re paying for the “experience” of getting a Starbucks coffee “In some cases a $9 experience does feel like you're splurging, and then what that means is we have to make it worthwhile.” He says Starbucks customers “want to have a special experience and regardless of what your income level is, in some cases, a $9 experience does feel like you're splurging — well, this is a really affordable premium experience” How out of touch could a person possibly be…
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Cultura Literal
Cultura Literal@culturaliteral1·
La evolución del cuerpo en un año de entrenamiento
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THE ₿IRB NEST
THE ₿IRB NEST@TheBirbNest·
In 1965 the world needed 5.3 barrels of oil to produce every $1,000 of GDP. In 2024, its 0.3 barrels. The economy runs 94% more efficiently on oil than it did 60 years ago. So next time someone tells you rising crude in 2026 will crash the global economy like the 1970s Show them this chart. Does oil price still matter to your trading decisions in 2026? Drop your view 👇
THE ₿IRB NEST tweet media
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1LoneObserver 🍻
1LoneObserver 🍻@1LoneObserver·
@Ren_aramb Polariton and Lightwave Logic are both far away from anything even remotely resembling a product. But sure - keep pumping.
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Ren
Ren@Ren_aramb·
$LWLG just connecting the dots… The CEO of $LWLG just posted this on LinkedIn congratulating Polariton Technologies, Marvell, and Lightwave Logic in the same breath. Calling out the partnership continuing and plasmonics reaching market faster. Polariton’s plasmonic modulator needs an EO polymer injected into the slot to work. $LWLG’s Perkinamine is that polymer. The two companies have been jointly developing and showcasing packaged devices since 2024. Marvell just acquired Polariton for their 3.2T roadmap The CEO of $LWLG doesn’t congratulate acquisitions of random companies… right? He (most likely) congratulates acquisitions of companies his technology lives inside. Is $LWLG contractually locked in as Marvell’s polymer supplier post-acquisition? Not confirmed, but $LWLG valuation at $1.8B will surely re rate if this were true. NFA.
Ren tweet media
Photon Capital@PhotonCap

Successful Substitution? from $POET to $LWLG

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Tekee
Tekee@Tekeee·
Savings accounts are at 5.25% right now. $2M in there = about $225K/year. Why aren’t more people doing this?
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Anish Moonka
Anish Moonka@anishmoonka·
The tweet about aliens 2,000 light years away seeing the Roman Empire is wrong, and the actual physics is stranger. To see one person on Earth from that distance, you'd need a telescope wider than the distance from the Sun to Pluto. That's 50 times farther than Earth is from the Sun. No civilization can build that, ours or theirs. It sounds like exaggeration, but the math requires it. By the time light from a person on Earth reaches a planet 2,000 light years away, it has spread across so much empty space that catching enough to form an image would need that solar-system-sized lens. The geometry doesn't bend, no matter how clever the engineering. A SETI Institute team led by Sofia Sheikh worked all of this out in February 2025. Our loudest signal is planetary radar, the focused radio beams scientists fire at asteroids and planets to map them. Beams from the now-collapsed Arecibo dish in Puerto Rico could reach 12,000 light years away, about a tenth of the way across the galaxy. After that comes radar leaking from airports and military bases. A giant ground antenna like the Green Bank dish in West Virginia could detect those signals from around 200 light years out, roughly the distance to a few thousand of our nearest stars. A next-gen NASA telescope still in development could spot air pollution like nitrogen dioxide from factories and cars at 5.7 light years away. That puts Proxima Centauri, our nearest star at 4.2 light years, just inside the range. City lights at night go dark past the icy outer shell of our solar system, around 2,300 times the Earth-Sun distance. The famous "I Love Lucy" idea is also wrong. The story goes that aliens are watching our 1950s sitcoms because the broadcasts are still spreading through space. Astronomer Seth Shostak crunched the numbers years ago. A radio antenna the size of a city, sitting 55 light years away, couldn't pick that signal up. Not even close. At that range, the broadcast is a million times weaker than what the antenna can pick out of the background noise. Old TV signals fade out within the first light year of travel. So at 2,000 light years away, an alien civilization with our level of technology would see Earth as a tiny dot of light next to the Sun, with hints of oxygen, methane, and maybe some industrial pollution in its atmosphere. They'd see weather. They might guess that something living is here from the chemistry. Continents, cities, individual humans, the Roman Empire, single events: none of those would be visible. The information was lost within a few light years of leaving Earth, well before reaching the closest star. We're loud to anyone within 200 light years. Past that, we go silent. That signal bubble has only existed for 75 years, so the actual sphere of civilizations that could know we exist is small. And it's getting smaller. Television broadcasts are dying. Satellites use tight focused beams aimed at receivers on the ground, not the sky. Earth's window of being a noisy planet may already be closing.
Curiosity@CuriosityonX

🚨: A civilization 2,000 light-years away pointing a powerful enough telescope at Earth right now would see the Roman Empire. They'd see Jesus alive.

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Daniel Foubert 🇵🇱🇫🇷
If you had told people this would become a country, they would have said it would be a terrible idea and a disaster.
Daniel Foubert 🇵🇱🇫🇷 tweet media
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FC Bayern Türkiye
FC Bayern Türkiye@FCBayernTurkish·
Bu efsanevi Bayern Münih kadrosundan bugünkü PSG maçında oynatmak üzere bir oyuncu seçme hakkınız olsaydı, tercihiniz kim olurdu?
FC Bayern Türkiye tweet media
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1LoneObserver 🍻
1LoneObserver 🍻@1LoneObserver·
@itsmichaelluu Have you ever been to an optical conference or exhibition? I guess not. Otherwise you wouldn't hype up Lightwave Logic.
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
In 2 years, LITE ripped from $50 to $900 up 1800% But, LITE was losing $100,000,000+ per quarter (see financials) Here's 3 stocks with the exact same set-up to make 1000%-2000% in less than 2 years: 1. $AXTI (AXT Inc.)→ Makes the indium phosphide (InP) wafers that every AI laser runs on. Record $60M backlog. Plans to double capacity by end of 2026. → Still losing money. Revenue dipped in 2025. Market hasn't priced the inflection yet. Stock already up 5,000%+ past year but was at pennies. 2. $LWLG (Lightwave Logic)→ Pre-revenue. $237K in sales. $20M net loss. Sounds terrible that's the point. → 4 Fortune 500 companies at Stage 3 design-win. Tower Semi partnership locked in. $70M cash runway through 2027. This is LITE in 2021. 3. $AAOI (Applied Optoelectronics)→ Just disclosed a $71M 800G order from a major hyperscaler $124M from that one customer since March alone. → Vertically integrated, U.S.-based, and trading at a fraction of LITE/COHR multiples. Most traders have never heard of it. The pattern is always the same: Losses → Revenue inflection → Wall Street discovers it → 10x
Michael | Hypermarkets tweet media
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1LoneObserver 🍻 retweetledi
SemiAnalysis
SemiAnalysis@SemiAnalysis_·
There is a single thin-film material required by every AI chip on earth. GPUs, TPUs, custom ASICs. All of them. 98% of global supply controlled by one Japanese chemical company. Zero production-ready alternatives. One producer fully booked through 2027. Raising prices. Lead times past 6 months. NVIDIA is so scared they're paying half the capex to expand supplier fabs themselves. The keyword is “umami”. Nobody's talking about this. They will be in about
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DividendBoomer
DividendBoomer@BoomerDivvies·
The US deficit is now $39 trillion dollars. But the US population is also huge, 349,000,000 people. So if they all paid $112 then the deficit would be paid off. Why aren't they doing this??
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